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Healthcare Realty

393 hedge funds and large institutions have $6.33B invested in Healthcare Realty in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $35M | Put options by funds: $8.26M

16% more capital invested

Capital invested by funds: $5.48B → $6.33B (+$854M)

0.07% more ownership

Funds ownership: 101.51%101.58% (+0.07%)

5% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 59

9% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 148

2% less funds holding

Funds holding: 403393 (-10)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
393
Holders Change
-10
Holders Change %
-2.48%
% of All Funds
5.68%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
134
Reduced
148
Closed
59
Calls
$35M
Puts
$8.26M
Net Calls
+$26.7M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
376
Valley National Advisers
Pennsylvania
$2K +$2.22K +145 New
HPC
377
HM Payson & Co
Maine
$1.65K
IRC
378
Investors Research Corp
Georgia
$1.6K
CIBC Private Wealth Group
379
CIBC Private Wealth Group
Georgia
$1.43K -$15.3K -1,000 -92%
CPG
380
Cornerstone Planning Group
New Jersey
$1.01K
CAL
381
Capital Advisors Ltd
Ohio
$1K +$107 +7 +25%
FMP
382
Financial Management Professionals
Texas
$1K +$627 +41 New
S
383
Sachetta
Massachusetts
$905 +$214 +14 +38%
BF
384
BOK Financial
Oklahoma
$560
CJ
385
Caitlin John
Michigan
$559 +$15 +1 +3%
RWML
386
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$511
IC
387
Innealta Capital
Texas
$478 +$444 +29 New
CWP
388
Concord Wealth Partners
Virginia
$461 +$428 +28 New
AssetMark Inc
389
AssetMark Inc
California
$445 +$413 +27 New
HIA
390
Harbor Investment Advisory
Maryland
$264 +$245 +16 New
BGAI
391
Bruce G. Allen Investments
Colorado
$247 -$1.93K -126 -89%
MCM
392
MV Capital Management
Maryland
$132 +$122 +8 New
RI
393
Ridgewood Investments
New Jersey
$11 +$15 +1 New
LIMS
394
Lasalle Investment Management Securities
Maryland
-$39.3M -2,774,205 Closed
Balyasny Asset Management
395
Balyasny Asset Management
Illinois
-$23.3M -1,644,240 Closed
VCM
396
V3 Capital Management
Texas
-$20.8M -1,469,350 Closed
Tudor Investment Corp
397
Tudor Investment Corp
Connecticut
-$17.5M -1,239,203 Closed
SSA
398
Schonfeld Strategic Advisors
New York
-$8.44M -596,545 Closed
CCM
399
Cinctive Capital Management
New York
-$8.24M -582,463 Closed
AIG
400
American International Group
New York
-$7.13M -504,157 Closed

HR Hedge Fund Activity: Q2 2024 in Review

393 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2024, worth a combined $6.33B — up 16% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of HR and 56 opened new positions — a net loss of 3 holders — while 148 trimmed existing stakes and 134 added.

The largest buyer was Bank of America, adding an estimated $133M. The largest seller was Nuance Investments, cutting an estimated $62.3M.

  • 393 institutional investors held Healthcare Realty (HR) as of Q2 2024, down from 403 in Q1 2024.
  • Funds reported $6.33B of Healthcare Realty stock for Q2 2024, up 16% quarter-over-quarter.
  • 56 funds opened new Healthcare Realty positions in Q2 2024 and 59 closed out, a net change of -3 holders.
  • The largest Healthcare Realty buyer in Q2 2024 was Bank of America, an estimated $133M added.
  • The largest Healthcare Realty seller in Q2 2024 was Nuance Investments, an estimated $62.3M sold.

Based on aggregated 13F filings for Q2 2024.